moats

At Livewire Live 2025, Macquarie Capital's Viktor Shvets put a torch to conventional thinking about markets and economic moats.

This investment philosophy focuses on companies that have developed a sustainable competitive advantage over its competitors.

This year's Berkshire Hathaway AGM reinforced the investing principles that we follow at NAOS. Here are our 5 takeaways from the event.

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.

Competitive moats; the virtues of platforms; and the economies of scale of two-sided markets: All are being exposed as flatulent labels rather than key attributes or...

‘Economic moats’ allow companies to maintain their competitive advantage, so are essential for long-term profitability, but also for responding to a structural threat....